Bank statements → Excel, QBO & Xero
Convert bank statements. Get numbers you can trust.
We add up every transaction we extract and check the sum against the totals printed on your statement, before you download anything.
Convert a statement
Tap to upload a statement or a photo of oneDrag & drop a statement, or click to browse
PDF, JPG, or PNG, up to 25MB
The reconciliation gate
Your statement already knows the right answer. We check ourselves against it.
Every bank statement prints its own totals. After we extract your transactions, we run the numbers both ways: our sum on one side, the statement's printed totals on the other. The two ledgers have to agree before the export is marked Balanced.
Printed on the statement
- Beginning balance
- $240.24
- Payments
- $88.44
- Purchases & interest
- -$33.77
- Ending balance
- $185.57
to the penny
Computed from 17 extracted rows
- Opening position
- $240.24
- Credits summed
- $88.44
- Debits summed
- -$33.77
- Closing position
- $185.57
When the math closes, and when it does not
The export buttons tell the truth.
Extracted 17 transactions. Sum matches the statement's printed totals. Ready to export.
Green means we proved it, not that we're pretty sure.
Something didn't reconcile: often a PDF holding more than one statement. Split it into one statement per file, then convert them individually or together with bulk upload.
We tell you the exact gap and keep the export locked, because a wrong file costs you more than a redo.
How it works
From statement to export in three checks.
Upload
Drop in a PDF or a photo of your statement: bank, credit card, even scanned pages.
Reconcile
We total every transaction and check it against the statement's own printed totals before you see a result.
Export
Download a clean Excel workbook, or a CSV formatted natively for QuickBooks or Xero.
How do I convert a bank statement to Excel?
Upload the statement: a PDF from your bank's website, or a photo or scan (JPG or PNG). We detect which bank and statement type it is automatically; there's no template to pick and no account to create. The engine extracts every transaction, then runs the check that makes this converter different: it adds up everything it extracted and compares the total against the balance figures printed on the statement itself. If the numbers match, you get a Balanced result; if they don't, you see the exact dollar difference before you export anything. From there, download your data as an Excel workbook (XLSX), QuickBooks CSV in 3-column or 4-column format, or Xero CSV, all on the free tier, with no watermark. The uploaded file is deleted the moment parsing completes, and the extracted results purge themselves shortly after you download them.
Security
We can't leak what we never keep.
Deleted at parse time
Your uploaded file is deleted the instant parsing finishes. It never reaches durable storage in the first place. Parsed results are held only long enough for you to export them: a 5-minute grace period after download, or a 60-minute limit either way.
Passwords used once
Encrypted PDF? We ask for the password, use it for that single conversion, and never store or log it.
No AI training on your files
Nothing is used to train AI models. Standard conversion is never sent to a third-party API; explicit AI features are the opt-in exception.
These aren't policy promises - the zero-retention and reconciliation promises run as automated tests against every release.
Want to see it before you upload anything? View a sample export.
1 page = 1 page. Same accuracy for everyone.
See pricingFAQ
Frequently asked questions
Which banks are supported?
Chase, Bank of America, Amex, Citi, Capital One, Discover, Apple Card, Truist, Cash App, and more. Statements outside our template library still convert using a general parser.
Can I upload a scanned or photographed statement?
Yes. Scanned PDFs and photos are run through OCR automatically, no extra steps needed.
Do you support password-protected PDFs?
Yes. If your PDF is encrypted, we'll prompt you for the password. It's used only for that conversion and is never stored or logged.
What does "reconciled" mean?
We sum every transaction we extracted and compare it against the totals printed on the statement itself. If they match, you get a green Balanced banner. If they don't, we flag the exact dollar difference so you can review before using the file.
Which export formats do you support?
Excel (XLSX), QuickBooks CSV in both 3-column and 4-column formats, and Xero CSV, all included on the free tier, with no signup and no watermark.
How many pages can I convert for free?
The free tier includes 3 pages per day, and the allowance resets daily. No signup is required and exports carry no watermark.
Do my pages expire?
Starter Pack pages ($4.99 for 30 pages) never expire. Use them whenever you need them. Unused pages on a monthly subscription roll over one month before resetting.
Can I cancel anytime?
Yes. Cancel in one click from your account page through the Stripe customer portal: no support ticket, no reactivation fee if you come back later.
Do scanned statements cost more?
No. A page is a page: scanned and photographed statements are billed the same as digital ones, with no OCR surcharge.
Last updated July 22, 2026.